EP Wealth Advisors’s Principal Exchange-Traded Funds Principal US Mega-Cap ETF USMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.33M	Buy	133,231 +2,662	+2%	+$167K	0.05%	206
2025 Q1	$7.41M	Buy	130,569 +2,004	+2%	+$114K	0.06%	182
2024 Q4	$7.72M	Sell	128,565 -2,845	-2%	-$171K	0.06%	173
2024 Q3	$7.49M	Buy	+131,410	New	+$7.49M	0.06%	179